CallRail's integration with Housecall Pro sends calls from your chosen company directly to your Housecall Pro dashboard. Seeing your caller data alongside the other tools Housecall Pro provides your home services business will give your leads greater visibility and let you see all of your customer interactions in one place.
Integrating with Housecall Pro
To integrate CallRail with your Housecall Pro account, take the following steps:
- Click Analytics in the navigation bar on the left.
- Click Settings at the top of the page.
- Choose the company to integrate with Housecall Pro.
- Select Housecall Pro from the list of integrations.
- Click Authorize on the integration's page.
- Log in to your Housecall Pro account.
Seeing Your Calls in Housecall Pro
Once you have successfully created your integration via the steps above, you’ll want to turn on desktop notifications within Housecall Pro to make sure you’re alerted whenever a call arrives on your dashboard.
See Housecall Pro’s help article on enabling desktop notifications to turn these on and make sure you are aware whenever a call comes through.
I’ve already integrated with Housecall Pro through Webhooks, should I change?
Only if you feel it necessary to do so – the native integration detailed in this article provides identical functionality to an integration a user has already created themselves with Webhooks. Pre-existing Housecall Pro integrations activated through the Webhooks integration will continue to function as normal.